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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,530 | $110,410-29.8% | $102,437-24.3% | $145,897-46.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.47% | 24.85%-19.4pp | 24.95%-19.5pp | 552.29%-546.8pp |
| Employer contribution / active EE | $4,523 | $4,217+7.2% | $3,871+16.8% | $4,663-3.0% |
| Participant deferral / active EE | $15,220 | $5,622+170.7% | $5,060+200.8% | $6,689+127.5% |
| Admin fee / account holder | $308 | $9,745-96.8% | $8,388-96.3% | $13,390-97.7% |